Website:
intellectualcapital.co.in
Job details:
Seeking a Head of Family Office with a strong investment advisory background to lead asset allocation and alternative deal sourcing for a prominent MFO. You will bridge institutional-grade portfolio construction with bespoke advisory for UHNW families across global markets
1. P&L & Commercial Leadership
- Bottom-Line Ownership: Responsibility for the firm’s P&L, including revenue targets, margins, and EBITDA.
- Commercial Strategy: Designing competitive fee structures (AUM-based, performance, or retainers).
- Efficiency: Optimizing "cost-to-serve" and overhead via technology and process automation.
2. Growth & Acquisitions
- Strategic M&A: Identifying, vetting, and acquiring boutique firms to expand AUM and geographic footprint.
- Integration: Leading post-merger onboarding of new family clients and professional teams.
- Business Development: Driving organic growth by pitching and securing new high-net-worth client families.
3. Strategic Oversight
- Investment Strategy: High-level supervision of asset allocation and risk management across all offices.
- Stewardship: Managing complex family dynamics and multi-generational wealth transitions.
- Governance: Ensuring strict regulatory compliance and robust cybersecurity across multiple jurisdictions.
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